Redwood Wealth Advisors

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Redwood Wealth Advisors
Team photo for Redwood Wealth Advisors

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Advisors

Advisor photo for Jason Betz

Jason Betz

CFP®, BFA, CFS®, AAMS®, APMA®

Private Wealth Advisor

President of Redwood Wealth Advisors
Visit Jason Betz's website
Advisor photo for Matthew Mc Menamy

Matthew Mc Menamy

CFP®, CRPC, ChFC®, CFS®, APMA®

Private Wealth Advisor

Vice President of Redwood Wealth Advisors
Visit Matthew Mc Menamy's website
Advisor photo for Demetri Karakasidis

Demetri Karakasidis

BFA, APMA®

Financial Advisor

Business Development Director
Visit Demetri Karakasidis's website
Advisor photo for Terry Lee

Terry Lee

AAMS®

Financial Advisor

Visit Terry Lee's website
Advisor photo for Daniel Molyneaux

Daniel Molyneaux

BFA, APMA®

Financial Advisor

Operations Director
Visit Daniel Molyneaux's website
Advisor photo for William Heider

William Heider

CFS®

Financial Advisor

Visit William Heider's website


Team

Denise Curry

Denise Curry

Client Service Manager

Kristin Betz

Kristin Betz

Client Service Specialist

Maggi Torres

Maggi Torres

Client Service Coordinator